-25.3%
LII vs BIDU
-38.7%
+13.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.5% | +1.1% |
| 7D | +2.9% | -4.6% | +7.5% | +3.5% |
| 30D | +0.9% | -4.5% | +5.5% | +1.4% |
| 3M | -15.5% | -25.4% | +9.8% | -12.7% |
| 6M | -30.2% | -48.1% | +17.9% | -24.3% |
| YTD | -26.8% | -40.2% | +13.4% | -24.2% |
| 1Y | -25.3% | -35.2% | +10.0% | -23.1% |
| All | -25.3% | -38.7% | +13.5% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BIDU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling